Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.65T
1-Year Est. Return 24.8%
 

Morgan Stanley, founded in 1935 by Henry Sturgis Morgan and Harold Stanley as a spin-off from J.P. Morgan & Co., is a leading global financial services firm headquartered in New York City. Initially focused on investment banking, it has evolved into a diversified powerhouse offering wealth management, institutional securities, and asset management services, catering to corporations, governments, institutions, and high-net-worth individuals. With a strong presence in mergers and acquisitions, underwriting, and trading, Morgan Stanley manages billions in assets and is known for its sophisticated financial advisory services. The firm has adapted to modern markets by expanding its digital offerings and wealth management division, notably through its 2020 acquisition of E*TRADE, solidifying its position as a Wall Street titan.

This Quarter Est. Return
1 Year Est. Return
+24.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$235B
AUM Growth
+$23.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,511
New
Increased
Reduced
Closed

Top Buys

1
+$873M
2
+$802M
3
+$763M
4
HLT icon
Hilton Worldwide
HLT
+$587M
5
WMB icon
Williams Companies
WMB
+$368M

Top Sells

1
+$1.44B
2
+$947M
3
+$927M
4
ABV
COMPANHIA BEBIDA ADS EACH REPSTG 1 PFD SH
ABV
+$394M
5
NVE
NV ENERGY, INC
NVE
+$378M

Sector Composition

1 Technology 9.16%
2 Financials 8.97%
3 Healthcare 7.57%
4 Energy 7%
5 Consumer Discretionary 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3701
$1.22M ﹤0.01%
45,761
+19,278
3702
$1.22M ﹤0.01%
29,738
+681
3703
$1.22M ﹤0.01%
90,085
+57,761
3704
$1.22M ﹤0.01%
10,090
-8,801
3705
$1.22M ﹤0.01%
8,611
-329
3706
$1.21M ﹤0.01%
154,672
-4,798
3707
$1.21M ﹤0.01%
69,152
-3,172
3708
$1.21M ﹤0.01%
25,678
-142,688
3709
$1.21M ﹤0.01%
46,383
-23,132
3710
$1.21M ﹤0.01%
47,673
+17,861
3711
$1.21M ﹤0.01%
30,345
+17,917
3712
$1.2M ﹤0.01%
38,941
-12,782
3713
$1.2M ﹤0.01%
111,809
-3,134
3714
$1.2M ﹤0.01%
64,979
-160,280
3715
$1.2M ﹤0.01%
94,621
+53,298
3716
$1.2M ﹤0.01%
100,493
-38,804
3717
$1.2M ﹤0.01%
115,386
-11,033
3718
$1.2M ﹤0.01%
18,780
-94,730
3719
$1.2M ﹤0.01%
47,854
+14,242
3720
$1.2M ﹤0.01%
+32,238
3721
$1.19M ﹤0.01%
71,439
-170,674
3722
$1.19M ﹤0.01%
3,313
+916
3723
$1.19M ﹤0.01%
+11,819
3724
$1.19M ﹤0.01%
97,268
+40,808
3725
$1.19M ﹤0.01%
91,238
-4,200
147 148
149
150 151